DT
DT

Debora Lynn Terranova

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
283 clients
Average Client Portfolio
$118K average
Assets Under Management
$33.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Debora is the principal of DLT Consulting since 2019, dedicating about 10-20% of her time. She also sells fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Reap in Wealth Management, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Investacorp Advisory Services INC
September 2014 - September 2019 · 5 yrs
Allgen Financial Services, INC.
January 2013 - September 2014 · 1 yr 8 mos
Oneamerica Securities, INC.
February 2012 - May 2012 · 3 mos
MML Investors Services, LLC
August 2008 - December 2011 · 3 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Debora Lynn Terranova - Financial Advisor | TrueAdvisor